Junior Paraplanner

Recruit UK

Posted 12 hours ago, valid for 10 days

Cardiff, South Glamorgan CF5 1DR, Wales

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The job is for a Junior Paraplanner position in Cardiff with a Financial Planning company, offering a salary between £28,000 and £34,000.
The role is ideal for candidates currently working as IFA Administrators or those in junior paraplanning roles seeking more fulfillment and support.
Key responsibilities include supporting suitability report writing, gathering client information, and performing general administration tasks.
Candidates are expected to have experience in a Financial Planning firm, preferably in an IFA Admin or Junior Paraplanner role, and should be working towards or interested in completing the Level 4 Diploma.
The company offers benefits such as a discretionary bonus, hybrid working, 25 days of annual leave, a 5% pension contribution, and private medical insurance.

Job Title: Junior Paraplanner

Industry: Financial Planning

Location: Cardiff

Salary: £28,000 - £34,000

Job Reference: 9275

Job Description:

Recruit UK are working on a Junior Paraplanner role in Cardiff with a Financial Planning company.

Are you currently working as an IFA Administrator but wanting to take that next step in to Paraplanning?

Perhaps you are currently in a junior Paraplanning role but not feeling fulfilled or been given enough training/support?

If this resonates with you then we have the perfect next new role! Our client is a highly successful Financial Planning company who specialise in tailored advice for clients across South Wales and the South West. As they continue to expand and grow their back office team, they are looking to bring on a Junior Paraplanner, to bridge the gap between the admin and PP team.

Duties will include but not limited to:

Supporting with suitability report writing
Gathering information following client meeting, new and existing
General administration duties such as letters of authority and updating the back office system

Benefits:

Competitive salary of up to £34,000
Discretionary bonus
Hybrid working
25 days annual leave
Xmas closure
5% pension contribution
Private medical insurance
Structured career progression and development

Skills and experience required:

Experience working in a Financial Planning firm
Ideally experience working in an IFA Admin role or Junior Paraplanner position
Working towards, or wanting to complete, the Level 4 Diploma

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Junior Paraplanner

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